Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,337 | $72,071+168.3% | $68,368+182.8% | $137,256+40.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 13.59% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,513 | $2,788+61.9% | $2,649+70.4% | $4,156+8.6% |
| Participant deferral / active EE | $17,633 | $4,410+299.8% | $4,123+327.7% | $6,407+175.2% |
| Admin fee / account holder | $7,443 | $5,336+39.5% | $5,150+44.5% | $12,270-39.3% |